LPL Financial Portfolio holdings
LPL Financial, founded in 1989 through the merger of Linsco and Private Ledger and headquartered in San Diego, California, is the largest independent broker-dealer in the U.S., supporting over 22,000 financial advisors who manage more than $1.4 trillion in advisory and brokerage assets as of late 2024. Serving independent advisors, banks, and credit unions, LPL provides a robust technology platform, research, and back-office support, enabling advisors to offer personalized wealth management, retirement planning, and investment services to clients without proprietary products. The firm, publicly traded since 2010 under CEO Dan Arnold, has grown through acquisitions like Waddell & Reed’s wealth management business in 2021, emphasizing flexibility and advisor autonomy. With additional offices in Fort Mill, South Carolina, and Boston, LPL Financial remains a leader in empowering advisors amid a shifting financial landscape.
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$348M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$247M |
| 3 |
iShares Gold Trust
IAU
|
+$219M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$217M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$168M |
Top Sells
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Healthcare | 3.17% |
| 3 | Financials | 3.02% |
| 4 | Consumer Discretionary | 2.48% |
| 5 | Industrials | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Old Dominion Freight Line
ODFL
$31.4B
| $9.62M | 0.01% |
75,068
-8,658
| -10% | -$1.11M |
|
977
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$256M
| $9.59M | 0.01% |
434,091
+20,200
| +5% | +$446K |
|
978
Sprott Physical Gold
PHYS
$13B
| $9.58M | 0.01% |
675,895
-328,484
| -33% | -$4.66M |
|
979
Capital One
COF
$143B
| $9.56M | 0.01% |
91,796
+9,843
| +12% | +$1.03M |
|
980
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$292M
| $9.56M | 0.01% |
275,917
-5,528
| -2% | -$191K |
|
981
NNN REIT
NNN
$8.17B
| $9.55M | 0.01% |
222,196
+52,820
| +31% | +$2.27M |
|
982
Invesco S&P SmallCap Health Care ETF
PSCH
$144M
| $9.55M | 0.01% |
209,304
-37,125
| -15% | -$1.69M |
|
983
JPMorgan International Growth ETF
JIG
$148M
| $9.54M | 0.01% |
184,720
+61,447
| +50% | +$3.17M |
|
984
iShares Global Consumer Staples ETF
KXI
$864M
| $9.54M | 0.01% |
164,934
-6,950
| -4% | -$402K |
|
985
abrdn Physical Gold Shares ETF
SGOL
$5.79B
| $9.54M | 0.01% |
550,222
+135,108
| +33% | +$2.34M |
|
986
Toronto Dominion Bank
TD
$131B
| $9.51M | 0.01% |
144,954
+17,662
| +14% | +$1.16M |
|
987
Cleveland-Cliffs
CLF
$5.83B
| $9.5M | 0.01% |
618,112
+13,869
| +2% | +$213K |
|
988
Trex
TREX
$6.68B
| $9.49M | 0.01% |
174,452
+15,405
| +10% | +$838K |
|
989
Dell
DELL
$84.3B
| $9.49M | 0.01% |
205,408
+157,984
| +333% | +$7.3M |
|
990
Royal Bank of Canada
RY
$205B
| $9.49M | 0.01% |
98,030
+40,123
| +69% | +$3.88M |
|
991
Antero Resources
AR
$10.1B
| $9.47M | 0.01% |
308,985
+223,571
| +262% | +$6.85M |
|
992
DXC Technology
DXC
$2.6B
| $9.45M | 0.01% |
311,792
+18,577
| +6% | +$563K |
|
993
Global X SuperDividend ETF
SDIV
$965M
| $9.43M | 0.01% |
338,303
+54,957
| +19% | +$1.53M |
|
994
ARK Fintech Innovation ETF
ARKF
$1.37B
| $9.42M | 0.01% |
607,843
-15,269
| -2% | -$237K |
|
995
Avantis International Small Cap Value ETF
AVDV
$12.1B
| $9.4M | 0.01% |
178,152
+36,476
| +26% | +$1.92M |
|
996
Hexcel
HXL
$4.98B
| $9.39M | 0.01% |
179,581
+19
| +0% | +$994 |
|
997
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.65B
| $9.37M | 0.01% |
714,857
+18,694
| +3% | +$245K |
|
998
Biogen
BIIB
$21.8B
| $9.34M | 0.01% |
45,813
-283
| -0.6% | -$57.7K |
|
999
iShares JPMorgan EM Corporate Bond ETF
CEMB
$400M
| $9.34M | 0.01% |
218,101
-46,926
| -18% | -$2.01M |
|
1000
Invesco KBW Property & Casualty Insurance ETF
KBWP
$482M
| $9.32M | 0.01% |
114,872
+10,396
| +10% | +$843K |
|